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Financial advisors in Somerville, MA

Looking for a financial advisor in Somerville, MA? We list 18 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

18Advisors with offices here
5Median years of experience
83%At fee-only firms
12Firms represented

Largest firms here: Strategic Advisers LLC (7), LPL Enterprise, LLC (1), Commonwealth Financial Network (1).

Nearby: Cambridge, Medford, Charlestown, Everett, Allston, Malden, Chelsea, Brookline.

Filter and map these advisors

Strategic Advisers
23yrs
Nicole Saucier
Financial advisor
Somerville, MA
Top 10% for experience at Strategic Advisers
FiduciaryFee-only firm
Call Directions
R & R James
20yrs
Raymond L. James
Financial advisor
401 Highland Avenue
Somerville, MA 02144
Top 17% for experience in Somerville
Fee-only firm
Call Directions
Edward Jones
11yrs
Haley Clifford Adams
Financial advisor
628 Somerville AVE STE 1
Somerville, MA 02143
Top 22% for experience in Somerville
CFP®ChFCFiduciary
Call Directions
J.p. Morgan Securities
8yrs
Jarrett Brink
Financial advisor
250 ELM ST
Somerville, MA 02144
More experience than 72% of advisors in Somerville
FiduciaryFee-only firm
Call Directions
Cambridge Investment Research Advisors
6yrs
Troy Gorman Derrick
Financial advisor
Somerville, MA
More experience than 67% of advisors in Somerville
FiduciaryPlanningInvesting
Call Directions
Strategic Advisers
5yrs
Benjamin N. Foster
Financial advisor
Somerville, MA
More experience than 61% of advisors in Somerville
FiduciaryFee-only firm
Call Directions
Strategic Advisers
5yrs
Joshua Weiss
Financial advisor
Somerville, MA
More experience than 56% of advisors in Somerville
FiduciaryFee-only firm
Call Directions
Citizens Securities
5yrs
Clifford Usher
Financial advisor
212 ELM Street Ms: Ma-770
Somerville, MA 02144
More experience than 50% of advisors in Somerville
FiduciaryFee-only firm
Call Directions
LPL Enterprise
4yrs
Steven Kehoe
Financial advisor
Somerville, MA
4 years in the industry
FiduciaryFee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
4yrs
Lumina Gershfield
Financial advisor
Somerville, MA
4 years in the industry
FiduciaryInvestingRetirement plans
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read